Elias Patrick is a registered investment advisor at Drive Wealth Advisers, based in Charlottesville, VA, with 1 years of industry experience. Elias is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,112 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fee is up to 2.00% of assets under management. Additional investment manager fees may apply if external or internal portfolio managers are utilized. Fees are negotiable.
Fee Estimator
Location
Charlottesville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elias is involved with Sports Acquisition Capital, LLC, conducting research and market analysis for pro sports secondaries for about 10-20% of his time. He also provides referrals regarding FX Advisory through Deaglo LLC, spending minimal time on this activity, and has an investment in Altumare Capital through Argonaut Ventures LLC and is the sole owner of AC Pools.
Employment History
Current Registrations
Drive Wealth Advisers
Finalis Securities LLC
Finalis Securities LLCBroker
Previous Registrations
Crewe Advisors
Crewe CapitalBroker
Stonehaven, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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